Free benefits guide template
The fastest honest answer: our free tier is the template. Open the editor, and every section of a proper open-enrollment guide is already laid out with the standard language written; you replace the numbers with yours. Nothing to download, nothing to un-break in PowerPoint.
What's already written for you
- Section structure: eligibility, enrollment steps, QLE rules, medical comparison, HSA, FSA, dental, vision, life, disability, contributions, glossary, contacts
- Neutral boilerplate for every section, reviewed against how benefits documents actually phrase these things
- The 2027 IRS limit tables for HSA pages, with their source date shown
- A glossary employees can actually use (deductible, coinsurance, embedded deductible, EOB)
- The "plan documents govern" disclaimer every guide should carry
Want the yearly reminder instead?
Leave an email and we'll send one note when next plan year's template (new IRS limits, new dates) is ready each fall. Nothing else, ever.